Client Login | Creative Capital Management Investments (CCMI)

Connecting You

ACCESS YOUR ACCOUNT AND DOCUMENTS

At CCMI, we’re dedicated to your success and keeping you informed of the work we perform on your behalf. Our client center allows you to view your investment accounts, documents, and other financial data within a simple, convenient, and secure online experience. As part of our commitment to you, we always protect your confidential information and privacy.

Schwab Alliance

Access your account information and electronically approve service requests through Charles Schwab.

Black Diamond

View your historical and up-to-date investment performance in one secure location.

Sharefile

Safely view documents online, such as your quarterly and annual investment reports and tax returns, using your password-protected document vault.

MY WEALTH PLAN

Interact with your financial plan and monitor your progress with our interactive portal.

Who to Contact?

ADVISORS:

Matt Showley, CFP®, AEP® matt@myccmi.com
Brian Matter, CFP®, CPWA®, CEPA brian@myccmi.com
Kim Benson, CFP®, CPA, CeFT® kim@myccmi.com
Tina Vieregg, CFP®, BFA™ tina@myccmi.com

Contact any of our advisors if you wish to discuss or need guidance on your investments, an upcoming financial decision, a major purchase, adding or removing money or shares from your account, a major life event, making a charitable gift, a tax or estate planning question, or need help with education planning.

CLIENT SERVICE:

Monica Larson monica@myccmi.com
Coordinating Schwab forms, account applications and transfers, annual investment review correspondence, appointment scheduling and notary services. Primary contact for client service needs.

Abby Baumgartel abby@myccmi.com
Maintaining client records and billing, assisting with client service needs, scheduling and helping with ShareFile and other account access questions. Primary contact for general office questions.

Kyle Kline kyle@myccmi.com
Assisting with client services including Schwab forms, account applications, transfers, coordinating annual investment reviews and appointment scheduling.

Joe Oryang joe@myccmi.com
Providing direct support to advisors and clients in the area of portfolio and systems data management and communicating with clients and advisors on follow up action items.

Alana Hall alana@myccmi.com
Supporting financial planning and investment questions, assisting in client discovery meetings, creating financial plans, helping clients implement recommendations, investment research, and assisting with client service needs.

Katie Williford katie@myccmi.com
Supporting financial planning and investment questions, assisting in client discovery meetings, creating financial plans, helping clients implement recommendations, investment research, and assisting with client service needs.

Jessica Hurley jessica@myccmi.com

Provides support to the partners in all areas of the firm’s operations.

Creative Capital Management Investments LLC (CCMI)

6265 Greenwich Drive #201
San Diego, CA 92122

(619) 298 – 3993
Toll Free: (800) 615 – 6666
Fax: (619) 298 – 1967

info@myccmi.com
Hours: M-F 8am – 4:30pm